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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,989 | $102,663-98.1% | $86,216-97.7% | $139,466-98.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 16.29% | 1924.52%-1908.2pp | 1169.42%-1153.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,762 | $4,677-62.3% | $3,986-55.8% | $6,712-73.7% |
| Admin fee / account holder | $204 | $8,663-97.6% | $6,853-97.0% | $11,409-98.2% |